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Disclosery

Spire Wealth Management: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on FVD, newest first. How the timeline and the estimate are built.

Spire Wealth Management held 33,475 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,475 shares
    Change vs previous 13F +1,926 shares

    0.05% of the 13F portfolio, value $1,612,813.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,549 shares
    Change vs previous 13F -1,639 shares

    0.05% of the 13F portfolio, value $1,483,738.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,188 shares
    Change vs previous 13F -4,409 shares

    0.05% of the 13F portfolio, value $1,529,311.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,597 shares
    Change vs previous 13F -1,544 shares

    0.06% of the 13F portfolio, value $1,738,490.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,141 shares
    Change vs previous 13F -9,101 shares

    0.06% of the 13F portfolio, value $1,749,586.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,242 shares
    Change vs previous 13F +1,106 shares

    0.07% of the 13F portfolio, value $2,151,101.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,136 shares
    Change vs previous 13F -1,572 shares

    0.06% of the 13F portfolio, value $2,057,001.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,708 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,215,733.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).